QuoteIQ makes it simple to create invoices that match your service structure, customer preferences, and payment process. Whether you're sending a fresh invoice or recording a completed job, here's how to do it step by step.

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From your dashboard, click the Invoices tab on the left-hand side.

Then, in the top right corner, click Create Invoice.

Choose a customer from your existing list, or create a new one directly from this screen.

Once selected, their contact details will auto-fill.

Under Invoice Details, you'll see:

Input your service name, amount, and optional description.

If this is a one-time service you don't want saved to your list, click "No, don't add to my services," then hit Save.

In the billing section, you can:

The total invoice cost will automatically update at the bottom.

Invoice payment status in QuoteIQ has two states:

This keeps your records clean and helps automate status tracking.

Choose whether this is a One-Time Invoice or a Recurring Invoice.

Recurring invoices will repeat automatically based on the interval you set.

Press Save & Continue to review your invoice.

From this screen, click the Share button and choose how to send it to your customer—email, text, or download.

After sending, return to the Invoices tab to view your invoice under:

From the Pending tab, you can mark the invoice as paid or click Send Reminder to nudge your customer by email.

Beyond the standard invoice workflow above, QuoteIQ includes several additional invoicing tools:

Mass Invoicing (Beginner and above)

Invoice multiple completed jobs at once instead of creating them one by one. From the Invoices tab, select multiple completed jobs and generate invoices for all of them in a single batch. This is especially useful at the end of a busy day or week.

In-Person Payments

QuoteIQ supports two in-person payment options: (1) send the invoice's Stripe-powered Pay Now link to the customer so they can pay from their own device using card, Apple Pay, Google Pay, or ACH; or (2) manually enter the customer's card details directly in the QuoteIQ app to charge the invoice. See the Set Up and Collect Payments guide for the full breakdown.

Partial Payments & Deposits

Partial payments are handled through estimates, not invoices. Set a deposit amount or percentage when creating the estimate, take additional partial payments from the same estimate by tapping Paid again, and track everything in the estimate's View Log. See How to Take Partial Payments & Deposits for the full workflow.

Tips on Invoices

Customers can add a tip when paying an invoice. This is built into the payment flow automatically — no extra setup required on your end.

To view all tips collected, go to the Invoices tab and select the Tips sub-tab. You'll see the total amount of tips collected along with every invoice that included a tip.

Convert Estimate to Invoice

Don't start from scratch — convert any approved estimate directly into an invoice with one tap. All services, pricing, and customer info carry over automatically.

Card-on-File

Saved payment methods (credit/debit cards) linked to a customer's Stripe account are displayed directly on their profile. Use them for future charges — useful for repeat customers or subscription-based services.

Invoice Subscriptions / Recurring Service Plans

Set up recurring invoices for customers on maintenance plans or regular service schedules. Choose the interval and QuoteIQ handles the rest — invoices generate and send automatically. Recurring subscriptions now fully support discounts, taxes, convenience fees, and deposits — matching the full calculation logic of regular invoices. (See Step 7 above.)

Net Payment Terms

Invoices support Net 15, Net 30, Net 60, and Net 90 payment terms. Select the term when creating or editing an invoice and the due date calculates automatically — no manual date entry needed.

Embedded Stripe Checkout

Customers pay invoices with a smooth embedded checkout directly on the invoice page — no redirect to a separate Stripe page. Full-screen on mobile, centered modal on desktop. A seamless payment experience that keeps the customer on your invoice page.

ACH Bank Payments

ACH (bank transfer) payments are available via Stripe. Toggle ACH on from your Bank Details settings. Especially valuable for commercial clients and larger invoices where bank transfer is preferred over credit card.

Checkout Order Summary

Before completing a purchase, customers and team members see a clear line-item order summary — including any coupons, add-ons, discounts, and fees — before hitting Pay. No surprises at checkout.

Hide Line Item Prices

Hide prices on individual line items, or hide all prices at once on an invoice. Useful when you want the customer to see only the total — common for commercial contracts or bundled service agreements.

Convert Estimate to Subscription

Convert an accepted estimate directly into a recurring subscription invoice, pre-filled with the customer, services, and pricing from the estimate. One tap to set up automatic recurring billing from an approved quote.

Selectable Text on Invoice Pages

Customers can select and copy text directly from invoice web pages — making it easy to reference invoice numbers, service descriptions, or amounts.